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Aliya Lindsay Riddle

Bartlett & Co. Wealth Management LLC

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About Aliya Lindsay Riddle

Aliya Lindsay Riddle is a financial advisor currently registered with Bartlett & Co. Wealth Management LLC in Cincinnati, OH. She has been in the industry since January 2009, and has experience with Chase Investment Services Corp. and NatCity Investments, Inc. Aliya has held the Series 6 and Series 63 securities licenses since 2007 and is a Chartered Financial Analyst. Aliya specializes in working with individuals, corporations, charitable organizations, and pension plans.

Firm Information

Aliya Riddle is currently registered with Bartlett & Co. Wealth Management LLC. Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment advisor with over $8 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services for individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Their services include credit and cash management solutions, insurance solutions, and portfolio management.
Bartlett & Co. Wealth Management LLC

600 VINE STREET

CINCINNATI, OH 45202-2466

$8.44B

Assets Under Management

25

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aliya Riddle’s Registration & Firm History

OH

10/21/2021 - Present

Bartlett & Co. Wealth Management LLC (CINCINNATI OH)

OH

01/13/2009 - 06/07/2010

CHASE INVESTMENT SERVICES CORP. (CINCINNATI OH)

OH

12/11/2007 - 11/21/2008

NATCITY INVESTMENTS, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 11/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aliya Lindsay Riddle.
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